21 Free Excel Templates for Business (Plus 10 Word Templates)

Companies want all the assistance they’ll get. These 31 free Phrase and Excel templates for enterprise assist with every part from cost-benefit evaluation to timesheets.

Enterprise templates are an effective way to work persistently and never must reinvent the wheel every time you’ll want to do repetitive duties. ProjectManager is greater than nice mission administration software program, it’s a depository of dozens of free Phrase and Excel templates for enterprise which you could obtain proper now.

1. Excel Timeline Template for Enterprise Planning

This Excel timeline template is a flexible Excel template for enterprise that can be utilized to visualise all of the tasks what you are promoting will execute sooner or later, determine the crew or enterprise division liable for these tasks and mark down milestones and deliverables. One of many predominant benefits of utilizing this template is that it comes with numerous time scales to higher regulate to your planning wants. You should use it to make 6-month, 1-year or 3-year timelines.

However Excel templates for enterprise are static. To raise what you are promoting planning, attempt mission administration software program like ProjectManager. ProjectManager gives dynamic mission timeline instruments that will help you plan tasks, construct schedules and assign work throughout your assets. You possibly can even observe prices, progress and time alongside the best way. Use the roadmap to trace a number of mission plans without delay, so your entire enterprise tasks are in a single spot. Get began right this moment totally free.

2. SIPOC Template for Enterprise Processes

SIPOC is an acronym for suppliers, inputs, course of, outputs and clients. This free SIPOC template for Excel is a visible diagram that exhibits a enterprise course of from begin to end. This Excel enterprise template offers crew members a greater understanding of the method and helps with steady enchancment.

The explanation to make use of this Excel enterprise template is that it may well enhance enterprise processes. It helps with onboarding, particularly for when a brand new crew member joins a mission. It shortly brings them up to the mark. That’s as a result of it supplies a high-level overview of key steps, together with suppliers, inputs, and many others.

3. Working Funds Template for Enterprise Bills

Use this free operating budget template for Excel to get an in depth view of the approaching yr and precisely predict income and bills. However there’s extra to this Excel enterprise template than a monetary snapshot of the longer term. It may be utilized by organizations to set sensible enterprise targets for the approaching yr.

This Excel enterprise template can be used to look again on the previous month or quarter and see if the expected gross sales actually occurred and if there have been any sudden bills that require the annual steadiness to be adjusted. This analytic instrument helps organizations adapt, replace and stay strategic as enterprise circumstances change.

4. Funds Proposal Template for Enterprise Initiatives

Earlier than a mission can begin it needs to be accepted. The free budget proposal template for Excel is the gross sales pitch. It particulars the funding required to take the mission throughout the end line by estimating all the prices related to the potential mission. It’s introduced to stakeholders to safe funding.

This Excel template for enterprise is versatile sufficient for use by firms, campaigns or any endeavor to point out how its advantages outweigh the prices. It does this by breaking down the mission into classes, similar to salaries, supplies, tools, journey, communications, and many others.  Then there’s a part to point out the anticipated income or advantages to check that to the funding.

5. Weekly Work Schedule Template

The way you deal with your human assets is instrumental to the success of what you are promoting. Organizing the work schedules of your workers retains the corporate productive. Handle workflow with our free weekly work schedule template for Excel. This free Excel template for enterprise lists all of your workers, the place and once they work in addition to their tasks over a interval of per week.

This not solely helps with productiveness however ensures that you’re effectively balancing your workforce. It’s a technique to set up work and maintain everybody working at capability with out over-allocating them. This helps to scale back the price of your assets whereas conserving to deadlines. There’s additionally the truth that you possibly can prioritize the work that have to be executed over the week. It additionally retains the work-life steadiness that retains workers and lifts morale.

6. Timesheet Template

It’s mentioned that your workers are your most respected useful resource. So, why would you wish to give them cumbersome timesheets? Utilizing our free timesheet template for Excel is a straightforward and efficient instrument for conserving observe of the time your workers spend on their work. It’s good for them and it’s good for managers to trace time spent on duties.

7. Customary Working Process Template

This free standard operating procedure template for Phrase captures a step-by-step set of directions that may direct a company or mission crew on how one can do a activity. This free enterprise template is used to make sure that a course of or activity is all the time being executed accurately.

The significance of this template is evident: it paperwork firm processes, which maintain issues constant. It establishes tips for groups, which results in larger productiveness. The usual working procedures template is useful for quick rising firms to construct clear communication between administration and workers, particularly if hands-on instruction isn’t attainable.

8. Enterprise Case Template

Use this  enterprise template to point out the prices associated to a mission. The free business case template for Phrase will assist shoppers, clients or stakeholders see that they’re getting a return on their funding and the mission is value initiating.

As soon as the analysis for the mission is accomplished, use this free template to put in writing the chief abstract, share the mission assertion and describe the services or products that shall be delivered. There’s area for the way the mission shall be organized, its monetary appraisal, market evaluation and technique. There’s even a spot so as to add threat evaluation.

9. Enterprise Plan Template

A marketing strategy is a doc that exhibits how a enterprise will function and set up itself out there. It exhibits what that enterprise will do to be worthwhile. The business plan template for Phrase is a necessary a part of any new enterprise, particularly these which might be in search of funds from buyers.

Every little thing that’s wanted to stipulate the background and worth of the enterprise is captured on this free enterprise template. There’s an govt abstract for the high-level overview, an organization description with worth proposition and a market evaluation with advertising and marketing and gross sales technique. Plus an entire lot extra.

10. Enterprise Necessities Doc Template

Use this free business requirements document template for Phrase to seize all the knowledge wanted to ship a mission efficiently. This template has every part from the goals the mission is attempting to realize to the mission scope, schedule and extra.

Use it to offer stakeholders a transparent image of the mission’s priorities, design and construction to assist them make higher enterprise choices. It might additionally act as a contract between buyer and distributors outlining the mission and deliverable expectations.

11. SWOT Evaluation for Enterprise

Companies must make strategic plans in the event that they wish to stay aggressive and worthwhile. Our free SWOT analysis template for Word is a technique that can be utilized to guage what you are promoting surroundings. SWOT stands for strengths, weaknesses, alternatives and threats, which might then be outlined inside and out of doors of your group.

The free enterprise template is ready up in 4 quadrants. One for strengths, weaknesses, alternatives and threats. Vertically, up the left-hand aspect of the template are two distinctions: one for exterior and the opposite for inside. Then on prime there are additionally two classes: one for optimistic and one other for damaging. As you do your analysis, place what you discover within the acceptable sq.. From this visible instrument, you can also make a viable strategic plan for what you are promoting.

12. Mission Funds Template

One of the vital necessary features of any enterprise is its backside line. If you happen to can’t make a revenue, you possibly can’t keep in enterprise. Budgets are estimates of the prices that you simply’ll spend over a time frame. They should be correct, which is the place our free project budget template for Excel is available in. It’s actually one of many extra necessary free Excel templates for enterprise.

Making an correct forecast for a finances is difficult. There are a lot of uncertainties. However you need to use our free Excel template for enterprise to seize labor prices, advisor charges, uncooked supplies, software program licenses, journey bills and even these prices which might be recurring, similar to phone costs, workplace area and tools, basic administration and firm insurance coverage. You should definitely use our free mission finances template earlier than you embark on any enterprise endeavor.

13. RACI Matrix Template

There are a number of stakeholders in each enterprise. From executives to workers and clients, everybody has some vested curiosity within the enterprise. With the ability to determine these roles and tasks in addition to how they relate to the general enterprise and its communications is what our free RACI matrix template for Excel helps you identify.

RACI is one other acronym, this one stands for accountable, accountable, consulted and knowledgeable. The worth of this free Excel template for enterprise is that it lists everybody within the enterprise on the left-hand column after which the highest row identifies them by title. Then you possibly can add the corresponding preliminary (R, A, C or I) that means that you can perceive their place within the enterprise and can assist everybody know as effectively.

14. Stakeholder Evaluation Template

Stakeholders are anybody or something that has a vested curiosity within the mission. Use this free stakeholder analysis template for Excel to higher perceive mission stakeholders and how one can talk with them to handle their expectations.

Perceive and map the technique for coping with stakeholders with this Excel template for enterprise. First, determine the mission stakeholders after which decide how one can take care of every. This can be a key a part of stakeholder administration, displaying every stakeholder’s relationship to the mission and the extent of dedication.

15. Value-Profit Evaluation for Enterprise

A free Excel template for enterprise that no enterprise needs to be with out is our free cost-benefit analysis template for Excel. Whenever you’re exploring enterprise alternatives you’ll want to make it possible for they’re definitely worth the time, effort and particularly value. This free template will can help you check the waters so you understand if you’ll swim or sink when you tackle the mission.

A price-benefit evaluation is utilized by companies to take a look at what they count on to pay for a mission in opposition to what advantages or alternatives it is going to present them. Briefly, will they generate profits or acquire some benefit? Is it value it? That reply can save an organization a whole lot of frustration down the road or put them able to reap the rewards of its endeavor. Both means, it’s a free template that no enterprise can do with out.

16. Strategic Plan Template

Firm leaders can use this enterprise template to outline its long-term imaginative and prescient, targets and goals. The free strategic plan template for Word can then be shared throughout the group in order that it’s clearly understood by everybody from workers to clients, enterprise companions and buyers.

Every little thing that must be outlined is printed on this template. There’s area for an govt abstract, imaginative and prescient and mission statements. A SWOT evaluation addresses the corporate’s strengths, weaknesses, alternatives and threats. Enterprise targets, advertising and marketing and operational targets are outlined. There’s additionally a spot for monetary projections and figuring out the crew that may execute the plan.

17. Assembly Minutes Template

One factor that enterprise individuals appear to agree about is that there are too many conferences. Nevertheless, conferences are important for communication, brainstorming and extra. That doesn’t imply they don’t meander, however with an agenda, they’ll keep on level. With our free meeting minutes template for Word, you too can seize the necessary takeaways.

Utilizing our free template for enterprise means that you can accumulate all the mandatory data in a format that’s simple to learn and, due to this fact, extra doubtless retained by those that are in attendance. Minutes additionally assist with documentation and save time through the assembly. That’s as a result of every part is laid out, from the agenda to motion gadgets and even scheduling the following assembly.

18. Government Abstract Template

An executive summary is a doc that outlines the important thing factors of a mission. It’s normally the primary half of a bigger mission doc that’s getting used to sway stakeholders or sponsors. This enterprise template may be considered because the elevator pitch. It needs to be brief and compelling to attract readers in for extra particulars.

This free template covers all of the bases, from the imaginative and prescient and mission statements to the corporate’s function and strengths. It identifies the necessity or downside that the mission will tackle and gives a singular resolution, with documentation to again it up, the return on funding (ROI) and the finances required.

19. Work Order Template for Enterprise

Use this free work order template for Excel to elucidate the labor, instruments and supplies that shall be required to finish a activity. It consists of directions on what the duty is, an estimation of the prices concerned, the deadline by which it needs to be accomplished, who’s liable for doing the work and extra.

This Excel template for enterprise can even observe work orders, be used to speak duties and the how one can do them, which helps make sure that these duties are executed accurately. They’re particularly helpful for service suppliers or working with impartial contractors. They are often present in building, upkeep and different industries.

20. Stock Template

Companies run lean and imply in the event that they wish to keep in enterprise. If what you are promoting has stock then understanding precisely what you’ve gotten and what you want is vital to success. If in case you have our free inventory template for Excel then you definately’ll all the time have the supplies you want available and by no means have pricey delays in manufacturing to restock your stock.

The free stock template information the extent of inventory you’re warehousing in addition to monitoring turnover. It’s all there on one doc, which makes it simple for managers to know what they’ve and once they must order extra. Not solely producers, however retailers can use the free Excel template for enterprise to see what’s and isn’t promoting.

21. Flowchart Template for Enterprise Operations

A flowchart is a visible instrument that represents a course of by breaking down the important steps. The free flowchart template for Word makes it simple to create a flowchart, which is made up of ovals that characterize the beginning and finish factors of the method, arrows to point out the path of the method, a diamond which implies a call on an exercise and a rectangle that exhibits the motion or deliverable.

Utilizing this free enterprise template helps flip complicated processes into simply digestible visible steps. It creates readability in displaying how the method needs to be executed. The flowchart template may be shared with the crew, who can then see all the course of and their place within the bigger complete.

22. Hole Evaluation Template

Companies don’t have the luxurious of resting on their laurels. Stagnation results in loss of life. However wanting to enhance and bettering are two various things. That’s why our free gap analysis template for Excel is so crucial for any enterprise that wishes to remain aggressive. It helps companies set long-term targets and keep revolutionary.

This free Excel template for enterprise is a chart that collects the information you’ll want to create an motion plan that may transfer a enterprise from the place it at the moment stands within the market to the place it needs to be sooner or later. It does this by specializing in areas of enchancment, utilizing a niche proportion to point out how far you need to go, together with a timeline and useful resource administration to get you there.

23. SMART Objectives Template for Enterprise Aims

SMART targets are particular, measurable, attainable, related and time-bound. A free SMART goal template for Word is a superb instrument to make sure that a mission’s or group’s targets are cheap. This enterprise template additionally offers direct to the mission crew as they develop goals to realize these targets.

The free template works by breaking down every of the 5 features of a SMART purpose right into a collection of questions. There’s then an area on the template to reply these questions. Work by all the template and no matter targets which might be being selected are actually extra clear and comprehensible.

24. Mission Prioritization Matrix Template

The perception to know which mission wants your consideration when you’re managing a portfolio or program is vital to managing your treasured assets correctly to get the most effective return in your funding. Your enterprise has a long-term technique and utilizing our free project prioritization matrix template for Excel helps you identify which tasks are aligned with that technique objectively and wish consideration instantly.

It does this with what’s generally known as an Eisenhower matrix. It’s a chart damaged up into 4 quadrants: have to be executed instantly, scheduled for the close to future, delegated and delete or transfer. Throughout the highest of the chart are two columns, one for do now and the opposite for doing later. On the left-hand aspect are two rows: essential and never essential. By inserting your tasks in one among these quadrants you can also make extra insightful choices as to the place to put what you are promoting efforts.

25. Organizational Chart Template

As companies develop, they’ll grow to be like a freighter, too huge to show swiftly. Our free organizational chart template for Excel received’t essentially make what you are promoting extra nimble, nevertheless it’ll allow you to keep aggressive and enhance departmental communication. Understanding who experiences to who and who has authority to do what in a enterprise will allow you to reply shortly to market forces and that makes this free Excel template for enterprise so priceless.

A visible chart that exhibits the inner construction of a enterprise, this hierarchical doc breakdown the chain of command from prime to backside. It lists everybody’s title and place and exhibits the place they stand within the group of the enterprise. Moreover displaying the relationships of the workers in a enterprise it additionally helps to research the wants of a workforce, which makes it simpler to know when you need to rent workers or streamline to create larger effectivity.

26. Motion Plan Template

Companies have methods, however they’re simply concepts on paper till they’re executed. An motion plan turns that technique into actionable steps that may ideally result in the result you’ve deliberate to realize. To stipulate these steps use our free action plan template for Excel. It would visualize the steps needed to satisfy what you are promoting goals and targets.

This motion plan is made up of duties and the free Excel template for enterprise even breaks these duties into subtasks, that are motion gadgets. It additionally notes the crew, time and assets that shall be required to finish the work. This features a timeline to prepare these duties, prioritize them and assemble the crew who will execute the work.

27. Imaginative and prescient Assertion Template for Enterprise

A imaginative and prescient assertion is utilized by companies to distill what they do, their core values and future targets. The catch? It needs to be executed in solely a few sentences at most. Use this free vision statement template for Word to succinctly outline the aim of a enterprise and what it plans to realize sooner or later.

This enterprise template is sort of a high-level pitch for the way forward for a company. To assist write this, there are a collection of steps and related questions. The solutions are collected on the right-hand aspect of the template. When executed, the items are all there to be assembled into a strong and acceptable imaginative and prescient assertion.

28. Request for Quote Template

Companies can’t do every part themselves. They contract out work usually however much more, they construct relationships with suppliers who present them with the supplies they require to get their work executed. Getting the provides they want, once they want them is completed by a request for quote (RFQ) course of. To safe the procurements you want for what you are promoting, use our free request for quote template for Word.

The RFQ is usually used with the request for proposal, the latter being how contracts between companies and suppliers are outlined. This free template is vital to negotiating the value, quantity and supply of these provides needed on your work. By way of a RFQ, either side can come to an equitable settlement. This free template is right for conserving your provide prices down.

29. Advertising and marketing Calendar Template

If what you are promoting is advertising and marketing a services or products that’s an entire different job you need to do on prime of every part else. Planning a advertising and marketing marketing campaign includes deadlines, coordinating assets and rather more. Utilizing our free marketing calendar template for Excel exhibits you the marketing campaign and actions on a month-to-month, quarterly or yearly foundation that will help you keep on observe.

This customizable free Excel template for enterprise will can help you visualize your advertising and marketing plan over a particular time frame. You possibly can set up your schedule, the numerous duties which might be concerned and their period. There’s a spot to explain the work and when it’s due in addition to the people who find themselves concerned in doing that work. You possibly can even set advertising and marketing targets to measure the success of your marketing campaign.

30. Change Log Template

There isn’t a enterprise that has not needed to change one thing with the intention to stay solvent. However modifications are disruptive and when you’re not managing them they’ll find yourself inflicting harm or worse to what you are promoting. Our free change log template for Excel captures these modifications and tracks them all through their life cycle till they’ve been resolved.

This supplies a enterprise with larger visibility. You determine the change and assign somebody within the enterprise to be liable for addressing it. That creates accountability and managers may be sure that the change, no matter it could be, is taken care of. Not all modifications are created equally, both. You possibly can prioritize the change on this free Excel enterprise template and higher handle the time and value associated to the change.

31. Implementation Plan Template

This free implementation plan template for Excel charts the steps that result in the supply of a mission. It’s a plan to implement a technique and cut back the danger of surprises negatively impacting the mission’s targets and goals.

This free Excel enterprise template defines the technique, course of and actions required to ship a profitable mission. This free template is utilized by mission managers to take the chief management crew’s concepts and switch them into viable tasks.

ProjectManager Helps With Enterprise Planning

All of those free Phrase and Excel templates for enterprise are useful, however they’ll solely take you to date. They’re, in any case, static paperwork. It’s a must to manually replace them and, in the event that they’re shared, it may be tough to unimaginable to know which model has essentially the most present knowledge. ProjectManager is cloud-based software program that empowers companies to work extra productively and streamline their processes for larger effectivity. Plus, everyone seems to be linked, any time and wherever, they usually’re working off of real-time knowledge to make extra impactful choices.

Plan Enterprise Technique With Strong Gantt Charts

Companies must plan forward, whether or not to implement their methods and meet goals and targets or to execute tasks. That includes scheduling prices, assets and time. Our strong Gantt charts do all that and extra. They hyperlink all 4 sorts of dependencies that will help you keep away from delays. It’s also possible to create milestones and set a baseline to trace your deliberate effort in opposition to your precise effort in actual time to maintain your strategic plans on observe.

Observe Initiatives With Actual-Time Dashboards

When you’ve set a baseline, you possibly can observe your progress and efficiency throughout our software program in actual time. Toggle over to the reside dashboard the place colourful graphs and charts make it simple to see metrics, similar to time, value and extra. In contrast to light-weight instruments, there’s no configuration required. It’s prepared when you’re to point out a high-level view of the work you and your workers are doing.

That’s only a sampling of the options now we have. There are additionally useful resource administration instruments that may allow you to steadiness your workers’ workload to make them extra productive. Danger administration options can help you observe these modifications and ensure they don’t influence your schedule or finances. All this on a collaborative platform that makes it simple to share recordsdata, remark and extra. Enterprise templates are positive, however our software program takes what you are promoting to the following stage. Get started with ProjectManager today for free.

Associated Enterprise Content material

If you happen to’re not able to take our free trial and improve what you are promoting, however nonetheless interested by how ProjectManager may also help what you are promoting, we’ve received extra so that you can learn. Beneath is a sampling of the free content material on our website,, which incorporates weekly blogs, guides and, in fact, free templates.